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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,543 | $102,422+13.8% | $147,117-20.8% | $80,959+44.0% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 23.43% | 135.16%-111.7pp | 420.54%-397.1pp | 35.67%-12.2pp |
| Employer contribution / active EE | $7,249 | $3,717+95.0% | $4,932+47.0% | $2,757+162.9% |
| Participant deferral / active EE | $9,472 | $6,652+42.4% | $8,065+17.5% | $4,300+120.3% |
| Admin fee / account holder | $1,637 | $7,953-79.4% | $12,993-87.4% | $6,925-76.4% |